Bartlett & Co Wealth Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-801
| Closed | -$52.9K | – | 1274 |
|
|
2025
Q1 | $52.9K | Buy |
801
+1
| +0.1% | +$66 | ﹤0.01% | 640 |
|
|
2024
Q4 | $60K | Sell |
800
-224
| -22% | -$16.8K | ﹤0.01% | 612 |
|
|
2024
Q3 | $102K | Sell |
1,024
-225
| -18% | -$22.4K | ﹤0.01% | 543 |
|
|
2024
Q2 | $133K | Sell |
1,249
-22
| -2% | -$2.34K | ﹤0.01% | 496 |
|
|
2024
Q1 | $196K | Buy |
1,271
+2
| +0.2% | +$308 | ﹤0.01% | 453 |
|
|
2023
Q4 | $187K | Sell |
1,269
-200
| -14% | -$29.5K | ﹤0.01% | 479 |
|
|
2023
Q3 | $212K | Hold |
1,469
| – | – | ﹤0.01% | 436 |
|
|
2023
Q2 | $288K | Hold |
1,469
| – | – | 0.01% | 409 |
|
|
2023
Q1 | $362K | Hold |
1,469
| – | – | 0.01% | 316 |
|
|
2022
Q4 | $364K | Hold |
1,469
| – | – | 0.01% | 318 |
|
|
2022
Q3 | $317K | Sell |
1,469
-2
| -0.1% | -$432 | 0.01% | 318 |
|
|
2022
Q2 | $375K | Buy |
1,471
+22
| +2% | +$5.6K | 0.01% | 301 |
|
|
2022
Q1 | $395K | Hold |
1,449
| – | – | 0.01% | 316 |
|
|
2021
Q4 | $536K | Buy |
1,449
+200
| +16% | +$74K | 0.01% | 289 |
|
|
2021
Q3 | $375K | Sell |
1,249
-8
| -0.6% | -$2.4K | 0.01% | 283 |
|
|
2021
Q2 | $400K | Hold |
1,257
| – | – | 0.01% | 277 |
|
|
2021
Q1 | $366K | Hold |
1,257
| – | – | 0.01% | 283 |
|
|
2020
Q4 | $335K | Buy |
1,257
+8
| +0.6% | +$2.13K | 0.01% | 286 |
|
|
2020
Q3 | $273K | Sell |
1,249
-100
| -7% | -$21.8K | 0.01% | 282 |
|
|
2020
Q2 | $255K | Sell |
1,349
-100
| -7% | -$18.9K | 0.01% | 288 |
|
|
2020
Q1 | $231K | Buy |
1,449
+300
| +26% | +$47.8K | 0.01% | 286 |
|
|
2019
Q4 | $237K | Hold |
1,149
| – | – | 0.01% | 314 |
|
|
2019
Q3 | $229K | Buy |
1,149
+1,138
| +10,345% | +$226K | 0.01% | 310 |
|
|
2019
Q2 | $2.01K | Buy |
+11
| New | +$2.01K | ﹤0.01% | 674 |
|
|
2018
Q2 | – | Sell |
-150
| Closed | -$22.5K | – | 726 |
|
|
2018
Q1 | $22.5K | Buy |
+150
| New | +$22.5K | ﹤0.01% | 528 |
|